Follow the steps to successfully complete the qualification package.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by filling out the general information section. Enter the date requested and submitted, as well as the name of your company and any subsidiary names. Ensure to include the full address, city, state, and zip code.
3. Provide the contact information for your primary contact and accounting contact. Include their title, phone number, and both general and accounting email addresses.
4. In the company background section, describe your firm's history, including its size, manpower, and years in business. This section may be optional, but attaching corresponding collateral information can enhance your submission.
5. List your relevant project experiences from the last five years. Include the project names along with contact information for each project. You may also attach additional documents if necessary.
6. Answer the financial information questions. This includes details about any liens, tax status, union obligations, litigation involvement, contractor score, and providing a letter from your financial institution.
7. Complete the bonding information section. This requires details about any claims against bonds, as well as a letter from your surety company including specific bonding details.
8. Provide information about your safety program. This should include your Experience Modification Rate (EMR) for the past three years, safety training frequency for field supervisors, and accident/incident reporting review practices.
9. Submit copies of safety policies, site-specific safety program samples, and the OSHA 300A form in the appropriate section.
10. Finally, provide your insurance information. This includes a current certificate of insurance, the contact information for your insurance carrier, their 'AM Best' rating, and the maximum limit of your coverage.
11. After filling out all sections, review your form for accuracy. Save any changes, and if needed, download, print, or share the document before submission.

Start filling out your Subcontractor Qualification Package online today to ensure timely processing.